Harden Technologies

PFIX
CUSIP 82889N855 NYSE Arca ETF
Reported in filings as: SIMPLIFY INTEREST RATE HEDGE

Institutional ownership · Q1 2023

Latest quarter (Q2 2026)
Institutional holders 52 -12 (-18.8%) vs Q4 2022
Reported value $145.9M -50.7% vs Q4 2022
Shares held 2.4M -1.8M shares
Quarter Q1 2023 Period ended Mar 31, 2023

52 institutional managers reported holding 2,390,035 shares worth $145,914,418 on Form 13F for Q1 2023, against 64 in Q4 2022. Share positions on CUSIP 82889N855 only; option legs and principal-amount lines are not counted.

Top 25 institutional holders · Q1 2023

Largest Q1 2023 Form 13F holders of CUSIP 82889N855 by reported value
# Manager Shares Value % of portfolio Change Position page
1 JANE STREET GROUP LLC 1,127,163 $68.7M 0.03% -1.6M Position
2 BANK OF MONTREAL 172,667 $11.2M < 0.01% +114.4K Position
3 Advisory Services Network LLC 149,265 $9.1M 0.25% +17.8K Position
4 TMD Wealth Management LLC 90,303 $5.5M 1.55% +56.6K Position
5 COLONY GROUP LLC 87,279 $5.3M 0.08% -18.7K Position
6 COMMONWEALTH EQUITY SERVICES LLC 84,458 $5.1M 0.01% +16.1K Position
7 Simplify Asset Management Inc 79,656 $4.9M 0.7% +19.4K Position
8 Integrated Wealth Concepts LLC 52,555 $3.2M 0.07% +4.2K Position
9 ZAZOVE ASSOCIATES LLC 52,380 $3.2M 0.29% — Position
10 ENVESTNET ASSET MANAGEMENT INC 51,480 $3.1M < 0.01% +39.9K Position
11 Cetera Advisors LLC 50,724 $3.1M 0.05% -79.3K Position
12 SUSQUEHANNA INTERNATIONAL GROUP LLP 40,660 $2.5M < 0.01% New Position
13 The Goldman Sachs Group Inc 40,078 $2.4M < 0.01% +35.7K Position
14 IFP Advisors Inc 42,699 $2.1M 0.09% +20.8K Position
15 VISTA FINANCE LLC 29,259 $1.8M 2.53% -6.2K Position
16 ADVISOR GROUP HOLDINGS INC 28,332 $1.7M < 0.01% +14.0K Position
17 Janney Montgomery Scott LLC 17,123 $1.0M < 0.01% -16.9K Position
18 Walleye Capital LLC 16,849 $1.0M 0.02% +11.0K Position
19 ROYAL BANK OF CANADA 14,776 $901.0K < 0.01% -25.2K Position
20 Triad Investment Management 14,414 $878.5K 1.28% +3.5K Position
21 HighTower Advisors LLC 13,976 $850.0K < 0.01% -92.1K Position
22 Stratos Wealth Advisors LLC 12,850 $783.2K 0.06% +253 Position
23 CITADEL ADVISORS LLC 12,253 $746.8K < 0.01% New Position
24 Stegent Equity Advisors Inc 11,508 $701.4K 0.7% -9.5K Position
25 Resources Investment Advisors LLC 10,738 $654.5K 0.02% +2.2K Position

Values as reported on each manager's Q1 2023 Form 13F. Change is in shares against the manager's prior-quarter filing.

13F holders by quarter

Form 13F holders of CUSIP 82889N855 by quarter
Quarter Holders Shares Value
Q2 2026 58 -7 1.8M $79.5M
Q1 2026 65 +21 1.7M $76.6M
Q4 2025 44 -8 1.1M $53.0M
Q3 2025 52 1.1M $52.2M
Q2 2025 52 +13 1.1M $56.9M
Q1 2025 39 -9 1.1M $51.8M
Q4 2024 48 +10 1.3M $69.9M
Q3 2024 38 -9 1.0M $42.7M
Q2 2024 47 +4 1.1M $50.5M
Q1 2024 43 -7 952.2K $42.7M
Q4 2023 50 +1 1.1M $47.6M
Q3 2023 49 -5 851.3K $81.3M
Q2 2023 54 +2 2.2M $137.5M
Q1 2023 52 -12 2.4M $145.9M
Q4 2022 64 +8 4.1M $296.1M
Q3 2022 56 -4 2.1M $135.3M
Q2 2022 60 +29 2.2M $121.6M
Q1 2022 31 +4 658.8K $32.4M
Q4 2021 27 +11 454.9K $17.1M
Q3 2021 16 392.8K $16.0M

Q3 2021–Q2 2026, as reported on Form 13F. Earlier quarters are in the ownership explorer below.

Fund holders · N-PORT

1 fund
Largest fund holders of CUSIP 82889N855 reported on Form N-PORT
Fund Value % of fund As of
THOR AdaptiveRisk Dynamic ETF $4.4M 9.35% Aug 2026

1 fund reported holding $4,393,008 in total on their latest public Form N-PORT reports, the most recent dated August 2026.

Ownership explorer

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Security Details

CUSIP 82889N855
FIGI BBG010Z8GX02
Symbol PFIX
Type Etf
Class SIMPLIFY INTERST as filed on 13F
Exchange NYSE Arca
Company Harden Technologies

Other securities from this issuer

Identifier History

Type Value From To
SERIES_ID S000071793 2026-03-05 Current
FIGI BBG010Z8GX02 2026-02-07 Current
CUSIP 82889N855 2021-05-13 Current

Listing History

Symbol Exchange From To
PFIX NYSE Arca 2021-05-13 Current